CD
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Chapin Davis’s Southern Company SO Stock Holding History

Chapin Davis’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Hold
4,291
– – 0.07% 163
2026
Q1 		$414K Hold
4,291
– – 0.09% 172
2025
Q4 		$374K Hold
4,291
– – 0.09% 170
2025
Q3 		$407K Buy
+4,291
New +$401K 0.1% 161

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CNB
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CGH
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CAMG
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P
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BCM
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BB
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